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Data Security Platforms: The New Frontier in Cybersecurity & AI
The Data-Centric Revolution: How Data Security Is The Epic Center for the AI Era
 • 
Francis (Software Analyst)
3
How Wiz Became the Fastest Software Company to Hit $500M & Its Path to $1B
A comprehensive deep-dive into the secrets behind Wiz' rapid growth and Its Race to Become the Fastest Software Company to $1B
 • 
Francis (Software Analyst)
6
Cybersecurity $10B Giants: Insights Into Cyber's Largest Public Companies
Breaking down the priorities and growth paths of the industry's largest vendors. This is a deep dive into the strategies the market leaders are…
 • 
Francis (Software Analyst)
8
Public Cybersecurity Market Review & Commentary for H1 2024
Important updates for Crowdstrike, Palo Alto Networks, Zscaler, Okta, Datadog and Cloudflare.
 • 
Francis (Software Analyst)
3
Part 1: Palo Alto Networks - Platformization Earnings Dilemma
Dissecting Palo Alto Network's Earnings Report and the implications for the cybersecurity industry
 • 
Francis (Software Analyst)
3
The Evolution of Enterprise Browsers
A deep-dive exploring the history of the browser and the rise of enterprise browsers, its key players, market trends, and the future of secure browsing.
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Francis (Software Analyst)
Platform Consolidation In Cybersecurity: A Palo Alto Networks Case Study
A deep-dive on what defines a cybersecurity platform and lessons from Palo Alto Networks
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Francis (Software Analyst)
3
Microsoft’s $20B Cybersecurity Behemoth
A Spotlight on Microsoft's Playbook And How It Dominates the Cybersecurity Landscape
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Francis (Software Analyst)
The Race to $100B: The Palo Alto Networks Story
The rise of the cybersecurity giant, its future and lessons about software transformations
 • 
Francis (Software Analyst)
 and 
Rak Garg
9
Monthly Software Company Review
Company review, decision-making and analysis.
 • 
Francis (Software Analyst)
1
Affirm Holdings: An Exploration Of The Business Model
An exploration into Affirm's differentiation and why they have a right to win the BNPL market.
 • 
Francis (Software Analyst)
An Evaluation of Cloudflare vs Fastly
Summarized breakdown of the fastest growing content delivery and edge networks.
 • 
Francis (Software Analyst)
4
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